Answer every new client the second they call or fill out a form, book the consultation, and keep the matter moving without adding staff. We build the intake and follow-up systems that turn inquiries into signed clients.
★★★★★5.0 rating
★★★★★5.0 Rating
Most law firms lose clients in the gap between the first phone call and the signed engagement letter. Someone calls at 6pm with a DUI or a car accident, the office is closed, and by morning they've retained the firm that picked up. Your intake coordinator is buried in forms, conflict checks, and calendar juggling, so the fifth caller of the day waits two hours for a callback that sometimes never comes.
AI automation closes that gap. It answers new inquiries in seconds by phone, web form, and chat, asks the qualifying questions your intake team would ask, runs the caller against your conflict list for staff review, and drops a clean record into your case management system. When a call goes to voicemail, the caller gets a text back before they dial the next firm on Google. When someone books a consultation, they get the reminders that keep no-shows down.
The wins are concrete. You miss fewer calls, and the ones you miss get an instant text back before the caller moves on. Speed-to-lead improves, which is often what decides whether a legal shopper hires you or the next firm on the list. Your paralegals stop retyping intake details into the case file by hand. More consultations show up because the reminders go out on their own, and fee agreements go out for e-signature the same day instead of three days later. When a matter closes, the client gets a review request at the moment they're happiest.
None of this replaces your lawyers. The attorney still runs the conflict check, still gives the advice, still decides who to take on. The automation handles the repetitive front-office work around them, so billable time goes to billable work and the phone stops being a leak.
Every automation below wires into the tools your firm already runs. You don't rip anything out. We connect what you have so work moves between systems without a person retyping it:
It's the same workflow plumbing our AI automation agency builds for any business, tuned for how a law practice actually intakes and serves clients.
Intake is where firms win or lose the client, and it's also the most repetitive work in the building. A new person calls or fills out a form, and someone has to capture the details, figure out the practice area, decide whether the matter is one you take, and run a conflict check. Automation handles the capture and the first pass. It asks the same qualifying questions your best intake coordinator asks: what happened, when, where, is there a deadline, has another lawyer been involved. It structures the answers, flags the practice area, and runs the name against your conflict list so a human can clear it. Weak leads get sorted out before they eat an attorney's time. Strong leads move to the front of the line.
Legal shoppers don't wait. Someone searching for a personal injury or criminal defense lawyer at 9pm is calling three or four firms back to back, and the first one to respond usually gets the retainer. If your reply comes the next morning, the matter is already gone. Automation answers the inquiry in seconds, day or night, so a lead that lands on your site or voicemail gets a real response while the person is still deciding. That one change, responding fast instead of hours later, moves more inquiries into consultations than almost anything else you can do to the front office.
Firms miss calls all day. The receptionist is on another line, it's lunch, it's after hours. A missed call from a potential client is money walking out the door, because they dial the next result and never ring back. Missed-call text-back fires an automatic text the instant a call goes unanswered, something simple and human that lets them know you saw the call and asks how you can help. The conversation continues over text, which most people prefer anyway, and the lead stays with you instead of the next firm on the page.
A lot of legal need happens at night and on weekends, when someone gets arrested at 2am or a spouse is served with divorce papers on a Friday after your office has closed. If your answering service just takes a message, you're handing those callers to whoever picks up. An AI voice agent answers after hours in your firm's name, gathers the basics, points the true emergencies to the right instructions, and books everyone else onto the consultation calendar so a lawyer sees them first thing. The caller feels handled instead of parked.
Getting a qualified lead to actually sit down with a lawyer is its own job. Automation offers real openings from your calendar, books the consultation, sends the confirmation, then sends the text and email reminders that keep no-shows down. If someone cancels, it can offer the slot to the next person waiting. Your intake staff stops playing phone tag over available times.
Once a client says yes, the paperwork shouldn't slow anything down. Automation sends the intake questionnaire, collects the details clients used to fill out on a clipboard in the lobby, and pushes the engagement letter or fee agreement out for e-signature the same day. It chases the signature if it stalls. Everything comes back into the matter file on its own, so the client is officially retained faster and nobody's hunting for a signed PDF a week later.
Signed clients generate paper, and paper needs to land in the right place. Automation files intake documents, IDs, and uploads to the correct matter in your case management system, names them consistently, and tags them so they're findable. It can build the standard folder structure for each new matter and route documents that need review to the right paralegal or attorney. Less time digging, fewer things lost between an email inbox and the case file.
The number one complaint clients have about lawyers isn't the outcome, it's silence. They don't know what's happening with their case, so they call, and every one of those calls interrupts billable work. Automation sends status updates at the moments that matter: we filed, the other side responded, your hearing is set, here's what comes next. The client feels informed, the phone rings less, and the reviews get better because people feel taken care of.
Getting paid shouldn't depend on a human remembering to chase it. Automation sends invoices on schedule, follows up on past-due balances with a polite reminder sequence, and includes a payment link so clients can pay online through your billing platform. For payment plans, it handles the recurring reminders and flags the charges that fail. This is front-office billing hygiene, not trust accounting, so your bookkeeper and your rules of professional conduct stay firmly in charge of the ledger.
Your next clients read your Google reviews before they ever call. The best time to ask for one is right when a matter closes well, which is exactly when everyone is slammed and forgets. Automation asks at that moment, sends the happy client straight to your Google profile, and routes anyone unhappy to a private channel so you hear about a problem before it becomes a public one-star. Over time your rating climbs, and a higher rating feeds right back into the top of the funnel.
None of these run in isolation. The system that answers the call is the same one that texts back the missed call, books the consult, sends the agreement for signature, files the documents, and starts the status updates. That's the point of building it as one connected setup instead of ten disconnected apps. If you want the full menu of what we build and run for firms, our services page lays it out. The short version: you keep your software and your staff, your lawyers keep their judgment, and we take the repetitive front-office work off everyone's plate so the firm signs more of the right clients and serves them better.
Live sites, funnels, dashboards, and apps we designed and built. Go ahead, poke around. They're all real.
Website Design, Funnel, Dashboard & Email Marketing
Funnel Design, Website Design & Copywriting
Website Design, SEO, Google Ads & Software Development
Website Design, Funnel, AI Voice Agents & Software Development
Landing Page Design
Website Design, App Development & Design
Website Design, App Development & SEO
Website Design & Software Development
No. It takes the repetitive front-office work off their plate: the after-hours calls, the missed-call texts, the data entry, the reminder chasing. That frees them for the judgment calls and client relationships that actually need a person. Most firms redeploy their intake team to higher-value work rather than cut it.
Confidentiality is built in from the start. Data stays inside the systems and tools your firm already approves, access is controlled, and the automation handles intake and communication, not legal advice.
Conflict checks, the decision to take a matter, and anything touching trust accounting stay with your attorneys and staff. We build the workflow to fit your jurisdiction's rules of professional conduct, and you review it before it goes live.
It connects to what you already use. If your firm runs Clio, MyCase, Filevine, PracticePanther, Smokeball, or another platform, the automation reads and writes to it through its integration or API, so new clients, documents, and status changes land in the right matter automatically. You keep your case management system. We connect the front office to it so nobody retypes anything.
Any firm where new clients come in by phone and web and where intake volume is real: personal injury, criminal defense, family law, estate planning, immigration, bankruptcy, and small to midsize general practices. The higher your call volume and the more competitive your market, the more you gain from answering fast and never dropping an inquiry.
Most firms have the first automations live in a few weeks, not months. We usually start with the highest-impact piece, either intake and speed-to-lead or missed-call text-back and after-hours answering, prove it works on your real calls, then add the rest. You see results from the first system before the whole build is finished.
We build automation across industries: Accounting Firms · Ecommerce · Healthcare · Insurance Agents · Property Management · Real Estate · Restaurants · Small Business · Startups. See the full AI automation agency page or our services.
A free audit. We map every drop-off from click to booked work. Backed by the 30-day money-back promise.
★★★★★5.0 rating
★★★★★5.0 Rating
Fill this out and we'll map where your funnel leaks and what we'd build.
Your request is in. We'll get back to you at the email you left.